MCO icon

Moody's
MCO

Overview Fund Activity

1,327 hedge funds and large institutions have $82B invested in Moody's in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 502 increasing their positions, 450 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+32
Holders Change %
+2.47%
% of All Funds
17.78%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.71%
New
148
Increased
502
Reduced
450
Closed
92
Calls
$194M
Puts
$189M
Net Calls
+$5.01M
Net Calls Change
+$18.6M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$348M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
3
GIM
Generation Investment Management
United Kingdom
+$136M
4
PAM
PineStone Asset Management
Quebec, Canada
+$108M
5
UBS AM
UBS AM
Illinois
+$108M

Top Sellers

1
BlackRock
BlackRock
New York
-$218M
2
UBS Group
UBS Group
Switzerland
-$135M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
4
Brown Advisory
Brown Advisory
Maryland
-$116M
5
Jennison Associates
Jennison Associates
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
851
Broadleaf Partners
Ohio
$512K – – –
MFIM
852
Mesirow Financial Investment Management
Illinois
$508K +$2.02K +4 +0.4%
WA
853
Waverly Advisors
Alabama
$506K +$502 +1 +0.1%
TSS
854
Two Sigma Securities
New York
$503K -$1.46M -2,914 -74%
CAL
855
Capital Advisors Ltd
Ohio
$503K +$501 +1 +0.1%
TBT
856
Texas Bank & Trust
Texas
$502K – – –
QPBE
857
Quintet Private Bank (Europe)
Luxembourg
$502K – – –
EFG
858
Everhart Financial Group
Ohio
$501K +$6.02K +12 +1%
HCM
859
Howard Capital Management
Georgia
$500K +$65.2K +130 +15%
RZH
860
Relyea Zuckerberg Hanson
Connecticut
$498K -$3.51K -7 -0.7%
RA
861
RFG Advisory
Alabama
$495K +$16.1K +32 +3%
GL
862
Graypoint LLC
New York
$495K -$31.1K -62 -6%
PIM
863
Penobscot Investment Management
Massachusetts
$494K – – –
AWE
864
Avidian Wealth Enterprises
Texas
$494K +$239K +477 +94%
AWM
865
Aprio Wealth Management
Georgia
$493K +$9.53K +19 +2%
MWM
866
Mission Wealth Management
California
$492K -$45.1K -90 -8%
IMC
867
Investment Management Corporation
Virginia
$491K +$5.52K +11 +1%
LFA
868
Legacy Financial Advisors
Kentucky
$490K -$12.5K -25 -2%
EWA
869
EverSource Wealth Advisors
Alabama
$484K +$120K +239 +33%
SC
870
Shearwater Capital
Colorado
$484K – – –
AWA
871
Arkadios Wealth Advisors
Georgia
$484K +$23.1K +46 +5%
CCWM
872
Correct Capital Wealth Management
Missouri
$484K – – –
HIM
873
Hanlon Investment Management
New Jersey
$482K +$21.6K +43 +5%
MGIA
874
Moneta Group Investment Advisors
Missouri
$482K -$6.52K -13 -1%
BBI
875
Baxter Bros Inc
Connecticut
$481K +$5.02K +10 +1%
33 34
35
36 37